Automate the manual work in eEndorsements

FullSpec maps how eEndorsements fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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eEndorsements by the numbers

Insights from real process mapping sessions that involve eEndorsements.

No processes mapped yet using eEndorsements. Map a process that uses eEndorsements to see automation data here.

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Top 5 eEndorsements friction points when done manually

Manually matching eEndorsements to CRM records

You receive endorsements through eEndorsements but have to manually search your CRM to find the right contact record and link them together.

78% report this

Chasing down missing eEndorsements data

eEndorsements submissions arrive incomplete or with fields left blank, forcing you to track down the endorser to fill in gaps before the record is usable.

71% report this

Duplicate eEndorsements cluttering your pipeline

The same person submits an endorsement multiple times through eEndorsements, and you have to manually identify and remove duplicates from your CRM.

59% report this

Exporting eEndorsements data for reporting

You manually export endorsement data from eEndorsements into spreadsheets each month to create reports your team actually needs to see.

45% report this

Updating eEndorsements status across systems

When you mark an endorsement as qualified or closed in your CRM, you have to manually go back into eEndorsements to update the status there too.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in eEndorsements

Browse popular eEndorsements automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.